Financial Data and Reporting Operations Analyst - Enterprise Correspondence Operations

Responsibilities

• Handles moderately complex operations processes related to credit disputes, escalations and tax reporting.
• Analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories.
• Handles moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities.
• Consulting with management for support.

Qualifications

• 2+ years of Operations or Brokerage experience.
• Comfort working with data, including using tools such as Excel to organize, analyze, and report on information (e.g., formulas, pivot tables, basic data manipulation).
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Effective communication skills with the ability to collaborate across teams and with external partners.
• Show integrity, emotional intelligence, and teamwork.
• Analytical mindset with the ability to problem-solve and interpret data to support decision-making.
• Show accountability, attention to detail, and a commitment to accuracy.
• Able to learn quickly, adapt to new systems, and apply new concepts in a practical way.
• Knowledge of or desire to learn advanced reporting tools such as MIDAS, Oracle, and Tableau (desired).

Skills

• Customer and Client Focus
• Oral Communications
• Written Communications
• Adaptability
• Attention to Detail
• Critical Thinking
• Problem Solving
• Active Listening
• Collaboration
• Result Orientation
• Stakeholder Management